See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,179 | $91,190-85.5% | $178,490-92.6% | $79,858-83.5% |
| Participation rate | 74.6% | 69.2%+5.4pp | 81.9%-7.3pp | 69.6%+4.9pp |
| Annual return | 19.59% | 24.19%-4.6pp | 151.07%-131.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $413 | $3,256-87.3% | $5,011-91.8% | $2,471-83.3% |
| Participant deferral / active EE | $1,154 | $3,236-64.3% | $5,202-77.8% | $3,740-69.1% |
| Admin fee / account holder | $744 | $6,751-89.0% | $13,984-94.7% | $5,306-86.0% |